Integration
Connect ClientSuccess and NeetoInvoice
When New Client fires in ClientSuccess, your agent runs Add client in NeetoInvoice, or New Client in NeetoInvoice to Create Client in ClientSuccess. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want ClientSuccess and NeetoInvoice to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What ClientSuccess and NeetoInvoice can do together
From ClientSuccess to NeetoInvoice
When New Client in ClientSuccess
then Add client in NeetoInvoice
From NeetoInvoice to ClientSuccess
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with ClientSuccess and NeetoInvoice
Triggers and actions 6 triggers · 20 actions
- New Client
Triggers when a new client is added in ClientSuccess.
- New Contact
Triggers when a new contact is created in ClientSuccess.
- New Contract
Triggers when a new contract is added to a ClientSuccess client.
- New Pulse
Triggers when a new pulse is recorded on a ClientSuccess client.
- New Task
Triggers when a new task is added in ClientSuccess.
- Create Client
Creates a new client (customer account) in ClientSuccess.
- Create Contact
Creates a new contact on a ClientSuccess client.
- Create Contract
Creates a new contract for a ClientSuccess client.
- Create Engagement Interaction
Logs an engagement interaction (client note) on a ClientSuccess client.
- Create Pulse
Records a new pulse (health sentiment) on a ClientSuccess client.
- Create Task
Creates a new task in ClientSuccess, optionally tied to a client.
- Find Client by External ID
Finds ClientSuccess clients whose external system ID matches the one given.
- Find Client by ID
Returns one ClientSuccess client by its UUID.
- Find Contact
Finds ClientSuccess contacts by email, name or client.
- Update Task
Updates a ClientSuccess task's name, description, due date or completion; only the fields you fill in change.
- New Client
Triggers when a new client is added to your NeetoInvoice workspace.
- Add client
Creates a new client in NeetoInvoice with a name, currency and status.
- Add project
Creates a project for a client in NeetoInvoice, with its billing method, tasks and assigned team members.
- Add time entry
Logs hours worked by a team member on a project task for a given date.
- Generate invoice
Generates an invoice for a client from unbilled time entries, services, expenses or fixed price projects, with optional taxes, and can email it to the client's recipients.
- Get client
Returns the details of a client, including its currency, status and invoice recipients.
- Get project
Returns the details of a project, including its client, billing method, rates, tasks and recurring invoice settings.
- List clients
Returns the workspace's clients ordered by name, optionally filtered by status or by name.
- List time entries
Returns the unbilled time entries logged against a client's project, optionally limited to a date range.
- Update client
Updates an existing client's details, such as its name, currency, status, notes or address.
- Update project
Updates an existing project's name, billing, time-rounding, autolock, approval settings and tasks.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
ClientSuccess and NeetoInvoice, answered
What can start an automation from ClientSuccess?
Any of ClientSuccess's 5 triggers in the catalog, including New Client, New Contact, New Contract and New Pulse. Describe the moment in plain language and your agent picks the right one.
What can your agent do in NeetoInvoice when something happens in ClientSuccess?
Any of NeetoInvoice's 10 actions, including Update client, Update project, Add client and Add project. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from NeetoInvoice to ClientSuccess?
Yes. When something happens in NeetoInvoice, your agent can act in ClientSuccess too. This page covers both directions: NeetoInvoice's triggers and ClientSuccess's actions are listed here as well.
Do I have to build a connector for ClientSuccess or NeetoInvoice?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use ClientSuccess and NeetoInvoice without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.